Atria Wealth Solutions’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Atria Wealth Solutions’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,482	Closed	-$311K	–	2090
2024 Q4	$311K	Sell	5,482 -497	-8%	-$29.4K	﹤0.01%	1526
2024 Q3	$368K	Sell	5,979 -152	-2%	-$8.96K	﹤0.01%	1392
2024 Q2	$351K	Buy	6,131 +1,245	+25%	+$71.2K	﹤0.01%	1421
2024 Q1	$281K	Buy	4,886 +3	+0.1%	+$167	﹤0.01%	1600
2023 Q4	$270K	Buy	+4,883	New	+$252K	﹤0.01%	1570
2023 Q3	–	Sell	-4,499	Closed	-$239K	–	1988
2023 Q2	$239K	Buy	4,499 +195	+5%	+$10.3K	﹤0.01%	1587
2023 Q1	$225K	Buy	+4,304	New	+$224K	﹤0.01%	1603

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's VSGX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2025, closing a stake of 5,482 shares — an estimated $311K sold.

Atria Wealth Solutions first reported a position in VSGX in Q1 2023 and held it in 7 quarters. The position peaked at $368K in Q3 2024. 356 funds tracked by Wall St. Rank hold VSGX as of Q1 2025.

Atria Wealth Solutions reported no remaining Vanguard ESG International Stock ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,482 Vanguard ESG International Stock ETF shares in Q1 2025, an estimated $311K.
Atria Wealth Solutions first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and held it in 7 quarters.
Atria Wealth Solutions's Vanguard ESG International Stock ETF position peaked at $368K in Q3 2024.
356 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.